Institutional Ownership Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS). We have compiled data on the 688 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
761
shares
|
$35,097
0.02% of portfolio
|
Q1 2025
Reduced 97.84%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
736
shares
|
$33,944
0.01% of portfolio
|
Q2 2024
Added 59.65%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
731
shares
|
$33,713
0.0% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
726
shares
|
$33,483
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
680
shares
|
$31,361
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
590
shares
|
$27,210
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
565
shares
|
$26,057
0.0% of portfolio
|
Q2 2024
Added 3666.67%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
551
shares
|
$25,412
0.02% of portfolio
|
Q4 2024
Added 519.1%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
551
shares
|
$25,412
0.0% of portfolio
|
Q1 2025
Reduced 79.37%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
535
shares
|
$24,674
0.02% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
528
shares
|
$24,351
0.01% of portfolio
|
Q3 2024
Added 35.04%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
524
shares
|
$24,166
0.0% of portfolio
|
Q2 2025
Reduced 70.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
520
shares
|
$23,982
0.0% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
519
shares
|
$23,936
0.01% of portfolio
|
Q1 2025
Reduced 30.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
515
shares
|
$23,751
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
499
shares
|
$23,013
0.0% of portfolio
|
Q1 2025
Reduced 62.9%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
470
shares
|
$21,676
0.01% of portfolio
|
Q4 2024
Reduced 68.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
465
shares
|
$21,445
0.0% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
417
shares
|
$19,232
0.0% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
409
shares
|
$18,863
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
407
shares
|
$18,770
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
403
shares
|
$18,586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
398
shares
|
$18,355
0.0% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
390
shares
|
$17,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
363
shares
|
$16,741
0.0% of portfolio
|
Q2 2024
New holding
|